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Enterprise Performance Management

Planning, budgeting, and forecasting that connect to the ERP and accounting data you already have — real-time visibility into budgets, forecasts, and performance.

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EPM Capabilities

Transform your financial planning with Enterprise Performance Management. We implement and optimize planning platforms such as NetSuite Planning & Budgeting (NSPB) and Oracle EPM Cloud to give you real-time visibility into budgets, forecasts, and financial performance.

EPM implementation and configuration
Budget model design
Forecasting and scenario planning
Custom reports and dashboards
Integration with your ERP and general ledger

Our Process

1

Assess

Evaluate your current planning processes and define EPM goals.

2

Model

Design budget models, hierarchies, and planning workflows.

3

Implement

Configure the planning platform, build templates, and integrate with your ERP.

4

Train & Launch

User training, data validation, and production rollout.

5

Support

Ongoing support, model refinement, and performance tuning.

EPM in Action

See how we have delivered EPM solutions for our clients.

Edgewood Tahoe

Hospitality

Luxury lakefront resort & golf destination

  • NetSuite Assessment & Recommendations — Evaluated current setup and identified optimization opportunities
  • Saved Searches & Reports — Net new and enhanced reporting
  • Inventory Adjustment Workflow
  • NetSuite Restlet Development — Export saved search data via custom restlet
  • Budgeting SuiteApp Deployment
  • Wells Fargo Vantage Connect SuiteApp — Banking provider migration
  • EPM Deployment — Planning, budgeting, and reporting synced with NetSuite financials
  • Ad-hoc Support — Ongoing questions and support

Relevant Certifications

Our team holds certifications across EPM, ERP, and finance disciplines.

NetSuite

  • Certified ERP Consultant
  • Certified Administrator
  • SuiteCloud Developer II
  • Certified Financial User
  • SuiteFoundation
  • SuiteAnalytics User
  • AI Foundations Associate
  • BI & Reporting Associate
  • Certified OpenAir Consultant
  • Advanced Revenue Management
  • Multi Book Accounting

Accounting & Finance

  • CPA — Certified Public Accountant
  • Six Sigma Yellow Belt
  • IFRS/PFRS Accreditation

Ready to Transform Your Financial Planning?

Let's discuss how EPM can give you real-time visibility into your business.

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